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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,657 | $228,395-51.1% | $185,861-39.9% | $158,982-29.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.71% | 40.82%-27.1pp | 35.96%-22.3pp | 302.99%-289.3pp |
| Employer contribution / active EE | $10,683 | $4,968+115.0% | $4,088+161.3% | $4,763+124.3% |
| Participant deferral / active EE | $7,103 | $6,417+10.7% | $5,634+26.1% | $5,983+18.7% |
| Admin fee / account holder | $6,420 | $11,869-45.9% | $9,503-32.4% | $11,252-42.9% |